Phone system integration with Zoho CRM
Enjoy a seamless integration between your cloud phone system and Zoho CRM. With this integration you can boost your team’s productivity and customer service.
Your team will be able to track every call in one place thanks to our integration with Zoho CRM.
Customer data will sync automatically, saving staff time by eliminating the need to switch between separate systems.
If customer service is important to you, our phone system integration will enable you to handle calls as efficiently as possible, and get the most out of your customers’ data.
With a phone system integrated with Zoho CRM, team members will always know who is calling and will be able to connect with customers faster while providing better service with shorter calls and more satisfied customers.
Plexus Communications can set up your integration with 3CX phone system or other cloud hosted PBX.
Contact us today on 1300 302 276, or use our contact form to request more information.
Feature Overview
We have features ready to use and can be configured to suit your workflows. If you require a customised solution, we can assess your needs and design a custom integration to maximise the benefits.
Contact us for additional information and a no-obligation talk about how integrating Zoho CRM with your phone system can increase productivity and customer service experience.
Contact Sync
Zoho’s contact name is automatically shown on your phone’s screen during calls.
Screen popup
Zoho CRM contact information pops up automatically when receiving a call.
Click to call
Start a call directly from Zoho by clicking on a phone number.
Call Journaling
Call details (time, duration, type, etc) are stored automatically into Zoho CRM.
Chat Journaling
Chat sessions are automatically logged into Zoho.
Contact creation
Automatically create a contact when a call is made or received from an unknown number.
Let’s discuss your requirements and find the most suitable Zoho CRM integration solution for your business
